EquityList Product Updates

Reports update

• Consistent formatting across cap table reports
  When you review cap table reports, you’ll now see uniform header colors, column widths, and number alignment — matching the formatting used in other equity award reports.
• Overall standardized report format and logic review
  When you generate reports, they now follow the updated layout and logic used in the grant vesting reports — ensuring every report looks and calculates consistently.

Cleaner share class view in ‘Detailed Cap Table Report’

When you review your detailed cap table report (under Cap Table > Exports), you’ll now see only actual share classes (like common and preferred shares). Warrants, CCDs, and other convertible instruments no longer appear since they haven’t been issued yet (thereby, no longer cluttering the report with empty columns).